GE Vernova Inc. $GEV Shares Sold by Perpetual Ltd

Perpetual Ltd cut its stake in shares of GE Vernova Inc. (NYSE:GEV) by 41.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,369 shares of the company’s stock after selling 1,685 shares during the quarter. Perpetual Ltd’s holdings in GE Vernova were worth $1,548,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Synergy Asset Management LLC grew its position in shares of GE Vernova by 300.0% in the 3rd quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock valued at $1,078,000 after buying an additional 1,413 shares during the last quarter. J.W. Cole Advisors Inc. lifted its position in GE Vernova by 25.3% in the third quarter. J.W. Cole Advisors Inc. now owns 16,247 shares of the company’s stock valued at $9,990,000 after acquiring an additional 3,278 shares during the last quarter. Kercheville Advisors LLC boosted its stake in GE Vernova by 238.3% in the third quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock valued at $3,016,000 after acquiring an additional 3,455 shares in the last quarter. Rakuten Investment Management Inc. purchased a new position in shares of GE Vernova during the third quarter worth about $18,601,000. Finally, US Bancorp DE increased its position in shares of GE Vernova by 2.2% during the third quarter. US Bancorp DE now owns 100,542 shares of the company’s stock worth $61,824,000 after purchasing an additional 2,163 shares in the last quarter.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on GEV shares. Royal Bank Of Canada raised their price target on GE Vernova from $761.00 to $800.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Barclays raised their target price on shares of GE Vernova from $849.00 to $993.00 and gave the stock an “overweight” rating in a research report on Wednesday. Oppenheimer reiterated an “outperform” rating on shares of GE Vernova in a research report on Thursday, January 29th. Wolfe Research upgraded shares of GE Vernova from a “peer perform” rating to a “buy” rating in a research note on Wednesday, December 10th. Finally, Erste Group Bank raised shares of GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $863.61.

Trending Headlines about GE Vernova

Here are the key news stories impacting GE Vernova this week:

• Positive Sentiment: Long‑term nuclear fuel supply extension with Entergy and rising AI/data‑center power demand have expanded GEV’s order backlog and attracted institutional attention — strengthens near‑term revenue visibility and utility/customer pipelines. Rising AI Power Demand And Nuclear Fuel Deal Might Change The Case For Investing In GE Vernova (GEV)
• Positive Sentiment: Several analyst actions and price‑target raises (including Wells Fargo’s raise to $896 and bullish notes from Barclays) have supported upside expectations and helped lift the stock in recent sessions. Wells Fargo & Company Raises GE Vernova (NYSE:GEV) Price Target to $896.00
• Positive Sentiment: Multiple industry pieces and buy‑lists flag GEV as a beneficiary of the surge in reliable power demand (AI/data centers, grid modernization, nuclear/SMR investment), which supports a constructive medium‑term narrative. The Grid Can’t Keep Up. These 2 Utility Stocks Are the Buys of the Month.
• Positive Sentiment: High investor interest and positive mentions from notable investors (coverage noting Ray Dalio’s admiration) are increasing visibility and could attract more institutional flows. GE Vernova Inc. (GEV): Billionaire Ray Dalio Admires This Energy Stock
• Neutral Sentiment: Sector and competitor coverage (nuclear/SMR developments) are reshaping the opportunity set; advances by peers could both validate the market or intensify competition — watch execution and contract wins. Terrestrial Energy Shifts to Execution Mode – Quarterly Update Report
• Negative Sentiment: Valuation and momentum risk: GEV’s recent run, high P/E and elevated expectations create a backdrop for intraday pullbacks or profit‑taking despite positive fundamentals — short‑term volatility remains a risk.

GE Vernova Trading Down 0.0%

NYSE:GEV opened at $898.26 on Friday. The firm has a market cap of $242.11 billion, a P/E ratio of 50.46, a PEG ratio of 3.54 and a beta of 1.43. The stock’s 50 day simple moving average is $823.50 and its 200-day simple moving average is $691.06. GE Vernova Inc. has a 12-month low of $252.25 and a 12-month high of $948.38.

GE Vernova (NYSE:GEV) last issued its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, topping the consensus estimate of $2.99 by $10.40. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The firm had revenue of $10.96 billion during the quarter, compared to the consensus estimate of $10.21 billion. During the same period last year, the company earned $1.73 earnings per share. The company’s revenue for the quarter was up 3.8% on a year-over-year basis. Research analysts forecast that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is 11.24%.

GE Vernova Profile

GE Vernova is the energy-focused company formed from the energy businesses of General Electric and operates as a publicly listed entity on the NYSE under the ticker GEV. It is organized to design, manufacture and service equipment and systems used across the power generation and energy transition value chain, bringing together legacy capabilities in conventional power, renewables and grid technologies under a single corporate platform.

The company’s offerings span large-scale power-generation equipment such as gas and steam turbines and associated generators and controls, as well as renewable energy technologies including onshore and offshore wind platforms and hydro solutions.